6 Programme 7 September Registration and refreshments Welcome address Private markets in 2018/19 Investors worldwide have flooded private markets with capital, triggering ever larger and faster fund raises across strategies, sectors, and regions. Amid intense competition, GPs need to maintain discipline and focus on entry valuations, while maximising value creation. Our panel examines the investment environment in 2018, Asia s response to events, and how private investors can thrive in the current climate. How is geopolitics impacting the investment landscape? Where does Asia fit globally? What is the impact of prolonged high valuations? How has this affected the investment cycle? What opportunities offer the best returns? How is the exit market evolving across Asia? Networking coffee break Korea: Where success has no limits South Korea: Asia s consistent performer South Korea s private equity market is flourishing, buoyed by investors at home and abroad. Deal flow is surging at every level led by chaebols restructuring, succession deals, and local players seeking partners to reach the next level. The bullish outlook is underpinned by robust exits via every channel. Our panel of experts assess the potential. What are the most interesting opportunities from chaebol restructuring? Where is the proprietary small- and mid-cap deal flow? How are cross-border strategies faring? What challenges do GPs face? How do GPs develop compelling digital strategies for value creation? How are successful GPs exiting their investments? South Asian private equity update In this session, experts will deliver country-specific updates to showcase the opportunities, risks, expected returns, and sectors for investors who are evaluating these markets and looking for partners. Countries include: Indonesia Thailand Vietnam India Networking lunch The continued rise of South Korean private equity Global venture: The next wave of disruptive innovation Global venture looks set to scale a new peak. Digital transformation of the world s major economies and disruptive innovation are providing fresh opportunities for historic returns. As more players crowd in, and early and late stage propositions face off, venture capital retains its allure. Our panel of venture capital experts discuss the current conditions and future expectations, including exciting sectors and how South Korean LPs should invest in today s market. Blockchain, AI, machine learning, and big data How do these impact business? Where are the most interesting innovations? Which sectors offer the greatest rewards? Where does South Korea fit in global venture capital? How can local venture capitalists go global? How is the makeup of LPs changing? What IRR can LPs expect from venture capital in today s market? How should investors value their assets? Simultaneous interpretation in Korean and English The development of credit and debt strategies Private credit and debt is an increasingly attractive asset class. GPs have raised big funds for strategies spanning direct lending, distressed and stressed debt, infrastructure and real estate debt, and mezzanine. Despite rising interest rates and stiff competition, opportunities abound, and LPs appetites continue to grow. Our panel offers insights into prospects and strategies worldwide. What are the different debt strategies available to LPs? What are the risks/returns propositions for each strategy? Which sectors offer the most promise for debt investors? Will expected interest rates hikes create challenges or opportunities? What are returns like globally and in Asia? Networking coffee break Hot sector focus: Opportunities in infrastructure More capital is expected to pour in the infrastructure space with investors worldwide confident of growth despite growing protectionism and closing markets. How will fund managers deal with current challenges including record levels of dry powder, competition for deals from mega-lps, and a fitful pipeline of large-cap opportunities and remain successful? Our panel of experts will discuss the year ahead for global infrastructure investing. What effect could rising interest rates have on global infrastructure? How could trade issues and protectionism affect global infrastructure opportunities? How has the infrastructure landscape evolved and does this affect fund managers approaches? What geographies and sectors are most interesting? How does South Korea compare? How can domestic LPs select the right partners and venues for infrastructure investments? LPs views: What, where, and why to invest in alternatives in 2018 and beyond South Korean LPs have become seasoned alternatives investors, accessing multiple strategies. Some are reviewing the asset class faced with expected interest rate rises, high valuations, and potential market correction. Meanwhile, newer LPs with nascent programmes present a new source of capital for GPs. Our panel of domestic LPs share their views on the current market and discuss where they are looking for alpha. Which assets classes, geographies, and strategies interest LPs most? Are more LPs making larger allocations to Asia as it is getting matured? Big buyout or modest mid-cap? Regional or country specific? Niche or generalist? How do LPs consider the various debt strategies available in the market? What do LPs look for in co-investment? How should they approach this? How important is currency risk to portfolio management? Closing remarks and networking cocktail

8 AVCJ Private Equity & Venture Forum AVCJ 사모투자및벤처포럼 Global Perspective, Local Opportunity 글로벌관점으로보는현지의기회 Booking details 예약세부사항 If you have a discount code, please insert: If 割引コードをお持ちの場合は こちらにご入力ください you have a discount code, please insert: : this form to Standard rate 일반등록 US$1,355 Fees include refreshments, luncheon, evening reception and all conference documents. 요금에는간단한간식, 오찬, 저녁리셉션및모든컨퍼런스문서가포함됩니다. Registration details 등록정보 귀하의세부정보를대문자로아래기재란에기입하시거나귀하의명함을첨부해주시길바랍니다. Please complete your details below in BLOCK CAPITALS or attach your business card. Mr/Mrs/Ms 호칭 First name 성함 Last name 성 Job title 직위 Company 회사명 Address 주소 City 도시 Country 국가 Post/zip code 우편번호 Telephone 전화 Fax 팩스 이메일 I plan to attend the Evening cocktail reception on Friday, 7 September at 17:50 9월 7일금요일오후 5시 50분이브닝칵테일리셉션에참석하겠습니다. Yes 예 No 아니오 Payment details 등록비결제방식 Credit card 신용카드결제 : (US$) Visa 비자 MasterCard 마스터카드 American Express 아메리칸익스프레스 Card no. 카드번호 Expiry date 유효기간 Credit card country issue 신용카드발급국가 Security code 보안코드 Credit card billing address 청구지주소 Name on card 소지인성명 Signature 서명 Cancellation/refund policy: A cancellation charge of US$300 is applicable to written cancellations received on or before 24 August No refund will be made for cancellations after the date due to our advance guaranty obligations and administration costs. If you do not attend the event or notify us of your intention to cancel, the full fee will still be payable. A substitute delegate is welcome but the organiser MUST be notified in advance of the meeting to avoid incurring a charge. Substitutions may NOT be made at the meeting. Pay in advance: We will include registrants names on the official delegate list if we have received your registration fees on or before 31 August All payments should be made within 14 days from your invoice date. Regrettably, no entrance will be permitted for payments not received before the events take place. 취소 / 환불정책 : 2018년 8월 24일이전에서면취소요청시 300달러의취소수수료가부과됩니다. 명시된날짜이후취소시선지급의무및운영비용등으로인해환불이이루어지지않음을양지해주시기바랍니다. 명시일이후에는행사당일불참하시거나불참의사를사전통지하셨어도전액납부하셔야합니다. 대리참석은가능하나, 수수료발생을피하시려면사전에주최측에통보해주시기바랍니다. 당일회의장에서의대리참석은불가할수있습니다. 선납 : 2018년 8월 31일까지등록비를납부하신분들은공식참석자명단에포함됩니다. 모든등록비는청구일로부터 14일내에결제해야합니다. 행사시작전에결제가이루어지지않을경우입장하실수없습니다. Venue and Accommodation 행사장 / 숙소 Four Seasons Hotel Seoul 포시즌스호텔서울 Address: 97, Saemunan-ro, Jongno-gu, Seoul, Korea / 주소 : 서울시종로구새문안로 97 / A limited number of rooms at the Hotel have been reserved at a special rate of Deluxe Room from - KRW300,000 per room per night for Single Occupancy. (Room rate is subject to room availability and 10% service charge) for AVCJ Forum participants on a first-come firstserved basis. Please book your room directly with the hotel and identify yourself as an AVCJ Forum participant to qualify for the rate 비즈니스디럭스킹객실의경우한정된수의객실을특별요금으로이용할수있습니다.( 싱글룸 : 객실당 1박에 300,000원 ) 객실요금은객실이용가능여부에따라변동될수있으며, 10% 의봉사료가포함되지않은가격입니다. 특별요금객실은 AVCJ 포럼참가자에게선착순으로제공됩니다. 호텔에직접객실을예약하시기바라며, 해당요금을적용받는 AVCJ 포럼참가자라고말씀해주시기바랍니다. 객실취소 : - 예약시신용카드보증금이필요합니다. - 당일에투숙하지않거나투숙일로부터 24 시간전에취소하지않는예약자에게는예약된객실에대한요금전액과관련서비스요금이부과됨을알려드립니다. AVCJ 사모투자및벤처연례포럼은참가자의이동및숙박에대한책임을지지않습니다. Please note AVCJ Private Equity & Venture Forum does not bear the responsibility for participants travel and accommodation arrangements. Contact us 연락처 Room Cancellation policy - A credit card guarantee is required at the point of reservation. - Please note that full period of reserved room blocks plus applicable service charge will be levied to any no show on expected arrival day or if cancellation is made less thank 24 hours prior to arrival date. To book your room, please contact and to: 객실을예약하시려면다음이메일이나전화번호로연락주십시오 : 지배인정승연 (Helen Jung) Sales Manager 전화 E: 팩스 T: 이메일 Registration enquiries 등록문의 : Anil Nathani t: e: Speaking opportunities 연사문의 : Jessie Chan t: e: Sponsorship enquiries 후원문의 : Darryl Mag t: e: Marketing and media enquiries 마케팅및미디어문의 : Rachel Chan t: e: